Arca
4.5K posts
Arca
@arca
Arca is an investment firm offering institutional caliber products in the digital asset space. Tweets are not investment or other advice. YMMV.
Los Angeles, CA Katılım Mayıs 2018
250 Takip Edilen16.8K Takipçiler
Drift’s recovery token raises debt-like questions.
Arca Research Associate Alex Woodard guest authors this week’s That’s Our Two Satoshis, covering:
• Recovery tokens as claims on a dedicated pool
• Asset recovery assumptions across frozen and remaining funds
• Exchange reopening scenarios and revenue-sharing assumptions
• Unresolved capital-stack questions
@Crypto_Alex17 examines the distressed debt instrument!
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@KatieTalati @HoudiniSwap @megaeth @HyperliquidX @centrifuge Watch the episode here 👇
x.com/i/broadcasts/1…
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@HoudiniSwap — SOL Strategies acquisition excludes LOCK token
@megaeth — Milestone-based token unlock model launches
@HyperliquidX — Outcome markets added within its ecosystem
@centrifuge — Preferred tokenization infrastructure partner for Base
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Is retail returning to crypto?
This week’s That’s Our Two Satoshis looks at:
• A potentially less transparent Fed communication style
• Volatility’s possible role in digital asset trading
• Prediction markets competing for retail attention
• Retail-focused tokens showing short-term movement
@jdorman81 examines a potentially less predictable Fed, crypto volatility, and whether retail activity is shifting back toward digital assets.
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@Chiliz — Fan tokens expand to Base and Solana
@Pumpfun — Token burn and reduced buyback program announced
@OndoFinance — To add proxy voting for tokenized equities
@aave — DeFi United initiative launched to address bad debt
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A major DeFi exploit didn’t break crypto markets
This week’s That’s Our Two Satoshis looks at:
• Kelp DAO exploit reveals structural risks in DeFi design
• Aave absorbs bad debt and liquidity stress spreads
• Weak collateral remains the core issue across DeFi
• Crypto markets followed macro despite protocol-level shocks
@jdorman81 questions why DeFi activity and pricing held up despite protocol-level stress.
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers a major DeFi exploit and its market impact:
• Exploit of LayerZero DVN configuration enabled unbacked rsETH minting
• Aave lending functioned as designed using compromised collateral
• Protocol pauses and outflows drove widespread DeFi liquidity stress
• Arbitrum intervention raises questions around decentralization tradeoffs
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A historic stock rally is hard to ignore
This week’s That’s Our Two Satoshis looks at:
• Recent equity rally ranks among strongest periods since 1950
• Retail trading and 0DTE options driving unusual market activity
• Bearish positioning and short squeezes accelerating equity moves
• Crypto upside has lagged equities despite a supportive backdrop
@jdorman81 reviews a historic equity surge and what it may signal for crypto relative performance.
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@bittensor — subnet departures expose governance control and emission allocation risks
@Dolomite_io — large borrower position backed by illiquid collateral stresses lending pool
@Scroll_ZKP — loss of core application reduces fee revenue and prompts cost restructuring
@CoWSwap — DNS attack compromises frontend access while backend remains secure
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